Here are the top 5 basic tips to keep in mind when building your departmental Laserfiche forms:
Keep Naming Consistent
- Align instance names, friendly URLs, and form titles.
- This helps with tracking, support, and reporting.
Clean Up Variables & Avoid Hardcoding
- Remove unused variables regularly.
- Avoid hard-coding employee names, dates, or changing info.
- Use tables or dynamic data sources.
Maintain a Clean Environment
- Delete outdated or unused test instances and forms
- This reduces clutter and confusion.
- Helps the team work more efficiently.
Test Thoroughly Before Launch
- Test every form completely.
- Get stakeholder validation/sign-off.
- Prevents errors and ensures forms work as intended.
Improve Visibility & Routing
- Use the department initial to sort form names in process management.
- Document routing paths for users.
- Makes troubleshooting easier.